Kick Your Raiser's Edge Standard Reports and Mailings Up a Notch
Crossing Over from Custom to Crystal Reports in The Raiser's Edge
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Transcript of Crossing Over from Custom to Crystal Reports in The Raiser's Edge
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Crossing Over from Canned to Custom to Crystal Reports in The
Raiser’s Edge PRESENTED BY
JOSHUA BEKERMAN, bCRE & SEAN PUGLISI #BBCON #CONQUERINGCRYSTAL
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Crystal Reports don’t have to be scary, they just require time and
patience. #bbcon @tentwentytoo
@superpuglisi
2 #bbcon
Tweet this now
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Canned Reports
DO YOU EVER USE THEM? DO THEY WORK FOR YOU?
WHAT IF THEY DON’T?
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WE’VE OFTEN LOOKED AROUND IN REPORTS, AND FOUND MANY… THAT DON’T QUITE FIT.
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EITHER THE INPUT IS TOO SIMPLE, OR THE OUTPUT IS
COMPLICATED AND OVERABUNDANT.
(THIS IS ACTUALLY THE ONE THAT’S TOO SIMPLE)
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HAVING SUCH COMPLEX CRITERIA FOR EVEN THE SIMPLE REPORTS WILL CAUSE SOME TO PANIC AND SHUT OFF RIGHT AWAY.
THERE IS NO NEED TO FEAR.
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SOME OF THE MOST COMPLEX REPORTS CAN BE PULLED BASED ON YOUR QUERY, AND ASSEMBLED QUICKLY ACCORDING TO YOUR NEEDS. FOR EXAMPLE: REPORTS>PIVOT REPORTS>NEW.
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JUST PLUG IN THE QUERY YOU MADE AND GENERATE
WITH THE OUTPUTS YOU WANT
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FIELD LIST THE REPORT APPEARS DRAG & DROP
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• BONUS! BUILDING A PIVOT REPORT WILL TEACH YOU THE BASIC STRUCTURE OF CRYSTAL REPORTS.
• PLAYING WITH ONE WILL ACTUALLY PREPARE YOU FOR THE COMPLEXITIES OF CRYSTAL REPORTS.
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WHERE DO CRYSTAL REPORTS START?
1. BUILD A QUERY YOU EXPECT TO REMAIN STATIC. 2. TIE IT TO AN EXPORT AND DEFINE YOUR OUTPUTS.
3. EXPORT YOUR DATA IN MDB FORMAT.
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Campaign
Fund Appeal
Subtotals Grand Totals
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MY FAVORITE REPORT WRITING TOOL
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1. Open Crystal Reports
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Review: 1. Query and collect the outputs you want to use.
2. Practice with pivot reports. 3. Use that query for your crystal report.
4. Don’t be afraid to play with crystal reports. 5. There is a whole department dedicated to help with this at
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Crystal Reports can be infinitely simple or
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infinitely complex, the variations are up to you.
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IF YOU’VE GOTTEN THIS FAR
YOU MOST LIKELY CAN CONTINUE TO LEARN ON YOUR OWN.
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IF YOU FIND WHAT YOU NEED IS MORE COMPLEX,
DON’T BE AFRAID TO HIRE A CONSULTANT. WE CAN’T ALL BE AUTODIDACTS.
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Who, What, Where, Why?
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YOU CAN DO IT, AND ONCE YOU DO…
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